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Creating an invoice

Introduction

This article explains how to create a new invoice.

Detailed Explanation

Creating invoices can be done in three ways: Create a stand alone invoice through the invoice option located in the side bar menu; A work order can be invoiced; A quotation can be turned into an invoice.

Creating a stand alone invoice

  1. Log into the OutSmart BackOffice account
  2. Select the Invoice option in the side bar menu
  3. Click on the Create new invoice button in the top right corner
  4. Add all desired data to the invoice and click on save
  5. When the invoice is ready it needs to be send
  6. You can send it directly to the related customer by selecting the e-mail option
  7. Sending an invoice will finalize it. The invoice can then no longer be deleted or edited.